Weighing the options: Private foundation or donor-advised fund?
When working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure. Certainly, you are familiar with both private foundations and donor-advised funds as useful charitable giving tools. Before you jump into one or the other for a particular client, though, it’s essential […]
Trust matters: Your clients’ go-to resource for community impact
As attorneys, CPAs, and financial advisors, you know that trust is the foundation of your relationships with clients. Your clients are seeking a similar level of trust with the people and organizations that help carry out their philanthropic wishes. Fortunately, trust in charities has shown an increase after a recent dip. According to the 2024 […]